KJZZ and K-BACH public radio is pleased to present a conversation with the Central Arizona Estate Planning Council.
Discussion Topics
What are the basics of setting up a special needs trust?
What types of expenses can a family can use with a special needs trust?
How do special needs trust distributions affect disability payments?
Why should a professional manage the trust instead of a family member?
What are the updates to special needs trust planning you should know?
Panelists
Charles M Dyer (Michael) Esq. - Attorney at Law, Probate and Elder Law
Roger Coventry - Partner & Director of Estate Services for Childers & Berg
Debbie Schultz, CTFA - Vice President and Senior Trust Account Manager at Reliance Trust Company of Delaware, operating in Phoenix, Arizona
PLEASE NOTE
The material presented in this forum is provided for informational purposes only. KJZZ/K-BACH does not endorse or recommend any particular strategy in your own case. You are encouraged to seek advice from a professional familiar with your own personal financial situation before making any decisions regarding your investments or assets.
Thursday, May 19, 2016 - 6:00pm
https://www.youtube.com/embed/1AgcnvbpBHo